ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,640,000 | -10.2% | 37,605 | -0.8% | 0.74% | +9.5% |
| Q1 2022 | $2,939,000 | -5.0% | 37,893 | -0.9% | 0.68% | +76.7% |
| Q4 2021 | $3,094,000 | +11.9% | 38,246 | +1.8% | 0.38% | -6.6% |
| Q3 2021 | $2,765,000 | +753.4% | 37,568 | +722.4% | 0.41% | +570.5% |
| Q2 2021 | $324,000 | -13.1% | 4,568 | -11.8% | 0.06% | -7.6% |
| Q1 2021 | $373,000 | -34.3% | 5,178 | -38.0% | 0.07% | -41.6% |
| Q4 2020 | $568,000 | +50.7% | 8,354 | +41.1% | 0.11% | +31.4% |
| Q3 2020 | $377,000 | +10.2% | 5,920 | +5.6% | 0.09% | -10.4% |
| Q2 2020 | $342,000 | -48.8% | 5,607 | -44.3% | 0.10% | -58.3% |
| Q4 2019 | $668,000 | – | 10,065 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |